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Pursue Wealth Partners’s Lockheed Martin LMT Stock Holding History

Pursue Wealth Partners’s Portfolio LMT Stock Details LMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-843
Closed -$493K – 123
2024
Q3 		$493K Buy
+843
New +$453K 0.27% 63
2022
Q2 		– Sell
-132
Closed -$61.4K – 176
2022
Q1 		$61.4K Buy
+132
New +$53.5K 0.03% 180

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pursue Wealth Partners's LMT Position: Q4 2024 in Review

Pursue Wealth Partners sold out of Lockheed Martin (LMT) in Q4 2024, closing a stake of 843 shares — an estimated $493K sold.

Pursue Wealth Partners first reported a position in LMT in Q1 2022 and held it in 2 quarters. The position peaked at $493K in Q3 2024. 2,692 funds tracked by Wall St. Rank hold LMT as of Q4 2024.

  • Pursue Wealth Partners reported no remaining Lockheed Martin position as of Q4 2024 after selling out during the quarter.
  • Pursue Wealth Partners sold 843 Lockheed Martin shares in Q4 2024, an estimated $493K.
  • Pursue Wealth Partners first reported a position in Lockheed Martin in Q1 2022 and held it in 2 quarters.
  • Pursue Wealth Partners's Lockheed Martin position peaked at $493K in Q3 2024.
  • 2,692 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2024.

Based on Pursue Wealth Partners's 13F filing for Q4 2024, filed 7 Feb 2025.